Filed December 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $34,864 |
SECURITIES AMERICA INC5 years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $11,889 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,666 | $91,198-11.5% | $178,503-54.8% | $79,856+1.0% |
| Participation rate | 92.2% | 69.2%+23.0pp | 81.9%+10.3pp | 69.6%+22.5pp |
| Annual return | 23.74% | 24.20%-0.5pp | 151.12%-127.4pp | 31.71%-8.0pp |
| Employer contribution / active EE | $2,886 | $3,257-11.4% | $5,011-42.4% | $2,471+16.8% |
| Participant deferral / active EE | $8,571 | $3,237+164.8% | $5,202+64.8% | $3,741+129.1% |
| Admin fee / account holder | $296 | $6,748-95.6% | $13,987-97.9% | $5,306-94.4% |